Summit Global Investments’s Emcor EME Stock Holding History

Summit Global Investments’s Portfolio EME Stock Details EME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.79M	Sell	4,568 -200	-4%	-$169K	0.21%	61
2026 Q1	$3.52M	Buy	4,768 +1,104	+30%	+$804K	0.21%	53
2025 Q4	$2.24M	Buy	3,664 +1,823	+99%	+$1.18M	0.13%	89
2025 Q3	$1.2M	Sell	1,841 -760	-29%	-$461K	0.07%	160
2025 Q2	$1.39M	Sell	2,601 -20	-0.8%	-$8.82K	0.08%	144
2025 Q1	$969K	Sell	2,621 -6,427	-71%	-$2.78M	0.07%	172
2024 Q4	$4.11M	Sell	9,048 -1,773	-16%	-$839K	0.26%	86
2024 Q3	$4.66M	Buy	10,821 +3,991	+58%	+$1.51M	0.3%	68
2024 Q2	$2.49M	Buy	6,830 +4,052	+146%	+$1.49M	0.17%	111
2024 Q1	$973K	Buy	+2,778	New	+$746K	0.07%	220

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Summit Global Investments's EME Position: Q2 2026 in Review

Summit Global Investments reduced its Emcor (EME) stake by 4.2% in Q2 2026, selling an estimated $169K and leaving 4,568 shares worth $3.79M. The position accounts for 0.21% of the portfolio, ranked #61.

Summit Global Investments first reported a position in EME in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.66M in Q3 2024. 1,242 funds tracked by Wall St. Rank hold EME as of Q2 2026.

Summit Global Investments held 4,568 shares of Emcor worth $3.79M as of Q2 2026.
Summit Global Investments sold 200 Emcor shares in Q2 2026, an estimated $169K.
Emcor made up 0.21% of Summit Global Investments's portfolio in Q2 2026, its #61 holding.
Summit Global Investments first reported a position in Emcor in Q1 2024 and has held it in 10 quarters since.
Summit Global Investments's Emcor position peaked at $4.66M in Q3 2024.
1,242 funds tracked by Wall St. Rank held Emcor as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.